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Are you ready for ESG and MiFID II? On 2 August 2022, the changes to MiFID II will come into force. Distributors and financial advisers will then be obliged to actively enquire about the sustainability preferences of their clients and take them into account – a demanding task that requires a solid understanding of sustainable investments. To help distributors and advisers to prepare for this, Nordea Asset Management (NAM) has put together three information packages.
Nordea’s RI e-learning First and foremost is Nordea's Responsible Investment (RI) e-learning offering, a free online tool developed specifically with advisers in mind. The tool, which is available in eight different languages, offers advisers a quick and easy intro- duction to the world of ESG and provides them with a solid foundation on a variety of ESG topics. The training covers different ESG approaches and relevant vocabulary, as well as an introduction to ESG regulation. The goal is to equip advisers to talk to their clients about responsible investment and answer their questions. In order to prepare in particular for the upcoming changes in MiFID II and the associated new challenges, NAM has expanded the existing training programme with five new videos:
With the help of the information packages offered by Nordea, advisers have the opportunity to relax and prepare for the challenges ahead.
Sustainable Finance Disclosure Regulation (SFDR)
The programme is rounded off with two new video training units focusing on climate change, which is still the number one ESG concern for retail investors. Apart from educational videos, Nordea’s ESG e-learning programme includes animations, case studies and a glossary. Upon completion of the training programme, participants receive a personalised certificate and are in several markets awarded Continuing Professional Development (CPD) credits.
The video puts the spotlight on SFDR: How does the SFDR product classification work and how can it help minimise greenwashing? What information do asset managers have to disclose under the SFDR to show that their products are truly sustainable? Changes to MiFID II The upcoming regulatory changes are the focus of this video. How will they impact advisers? How far will the new MiFID II requirements be met by SFDR requirements? Principle Adverse Impacts (PAI) The third new video focuses on PAI: What are they and how can advisers use them to objectively evaluate and compare sustainable products?
Interested? Find out more: nordea.lu/ESGElearning
Instructor-led presentations For those who prefer to learn under guidance and with a contact person for direct queries, NAM offers instructor-led training sessions. A three-part series of educational presentations aims to equip financial advisers with basic and easy-to-apply
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